+2,449.8%
GPN vs HRB
+989.8%
+1,460.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -2.2% |
| 7D | -6.2% | -10.6% | +4.4% | -3.2% |
| 30D | +1.0% | -0.8% | +1.9% | +0.8% |
| 3M | +36.9% | +19.1% | +17.8% | +29.3% |
| 6M | +16.8% | +48.7% | -31.9% | +2.2% |
| YTD | +13.2% | +7.1% | +6.1% | +8.7% |
| 1Y | +1.4% | -8.3% | +9.8% | +1.7% |
| 3Y | -28.6% | +25.8% | -54.5% | -36.1% |
| 5Y | -47.0% | +111.1% | -158.1% | -60.1% |
| 10Y | +25.2% | +206.6% | -181.4% | -21.5% |
| All | +2,449.8% | +989.8% | +1,460.0% | +940.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling